BoardEffect Features
Pre-Meeting Tools (3)
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Templates
Provides templates for various meeting types.
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Scheduling
Schedules and coordinates meetings between participants.
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Agenda
Creates agendas for meetings to follow.
Meeting Tools (6)
Minutes
Automatically records the minutes of a meeting, either via text or audio.
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Notes
Allows participants to record notes on meeting proceedings.
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Digital Workspace
Provides a malleable digital workspace for meeting participants to collaborate in.
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File Sharing
Allows participants to share files or post them in a shared workspace.
Screen Sharing
Digitally share screen view with others
Meeting Notes
Create and share notes/annotations taken during meetings
Post-Meeting Tools (5)
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Task Delegation
Delegates tasks based on agreed upon action points.
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Participant Email
Emails meeting participants with follow up questions, minutes, etc.
Meeting Analytics
Provides data around meeting (length, agenda points covered, etc.)
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Lock Meetings
Password-protect and/or stop new participants from joining online meetings
Meeting Management (20)
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Scheduling
Automates the process of scheduling meetings.
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Agenda builder
Enables users to create itemized agendas for meetings.
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Meeting Minutes
Allows users to record the meeting minutes within the application.
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Document Management
Enables users to prepare a board book with meeting materials, including managing file uploads and publishing selected materials.
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Voting
Provides built-in voting functionality to streamline decision-making and approvals.
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Polls and Questionnaires
Gives users the ability to send polls, surveys, or questionnaires to board members.
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Task Manager
Includes the ability to create and assign tasks to board members or committees.
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Agenda Management
Access event or meeting agenda online
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Committee Management
Manage a group of members established for coordinating plans, programs, or other initiatives
Task Management
Create, manage and track all task activities and progression
Minutes Management
Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Workflow Management
Create, design and manage workflows for repetitive tasks
File Management
Create, save, and store files
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Event Scheduling
Plan an event's time and location
Board Tools (16)
Document Storage
Provides cloud storage for documents and content in-app.
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E-Signatures
Enables board members to view and electronically sign documents.
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Permissioning
Restrict access to confidential files or folders.
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Annotations and Notes
Allows board members to share notes or annotations with others.
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Video Conferencing Integration
Integrates video conferencing into the meeting workflow.
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Meeting Archives
Maintains an archive of meeting materials.
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Single Sign On (SSO)
Provides a single sign on functionality for users and works with different authentication applications.
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Skills Tracking
Manages skills tracking for board members, helps users identify skills gaps, and informs recruitment and succession planning.
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Board Assessments
Allows for the creation and administration of board assessments.
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Roles & Terms
Provides real-time insights into board members’ roles and term statuses.
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D&O Questionnaires
Creates tailored questionnaires for directors and officers, featuring pre-filled answers, eSignatures, and attachments.
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Storage & File Sharing Integration
Integrates with popular storage and file-sharing tools including Google Drive, OneDrive, or DropBox
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Email Integration
Integrates with popular email software, such as Microsoft Outlook or Google Workspace
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E-Signature Integration
Integrates with e-signature software such as Docusign or Adobe Acrobat
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Secure Data Storage
Securely stores data to prevent data loss or breaches
Generative AI - Board Management (3)
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AI Text Summarization
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Automatic Transcription
Use AI to convert voice into text automatically
Agentic AI - Meeting Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Board Management (3)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
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Natural Language Interaction
Engages in human-like conversation for task delegation
Additional Functionality (69)
Mobile Access
Access software remotely via mobile devices
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Branding
Add customized logos and colors to align with company branding
Chat/Messaging
Communicate using direct chat or messages within the system
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
For Healthcare
Software designed for the healthcare industry
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Automatic Backup
Data is backed up automatically to prevent data loss
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
API
Application programming interface that allows for integration with other systems/databases
Document Review
Review and analyze existing information across documents
Member Directory
Comprehensive list that contains information and details of all the members associated with a particular organization or group
Version Control
Track revisions and updates made to files and navigate between different versions
Video Conferencing
Connect with meeting participants remotely over video
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Single Sign On
Allow users to access multiple services after entering their login credentials once
For Nonprofits
Software specialized for non-profit organizations
Critical Date Alerts
Notifications received when important dates and deadlines are coming up
Multi-Company
Manage the accounting and financial aspects of multiple locations or companies in a single location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Company Register
Data Import/Export
Import and export data to and from software applications
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Authentication
Verify the identity of users/devices to enable secure access
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Company Formation
Integrated automation system to allow enterprises to create new company holdings
Event Calendar
A list of events with their respective dates
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Mobile Access
Access software remotely via mobile devices
Live Chat
Ability to chat online in real time
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Private Chat
Send messages to selected individual(s) from the entire audience
Virtual Backgrounds
Upload or use pre-set virtual backgrounds during video meetings
Minutes Management
Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc.
Recording
Record live video calls to play later
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Video Conferencing
Connect with meeting participants remotely over video
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Host Controls
Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc.
Attendee Management
Process of managing, tracking, and communicating with individuals who are registered to attend an event
Polls/Voting
Enable custom polls/voting to facilitate decision-making or increase engagement
Presentation Streaming
Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet
Breakout Rooms
Sub-room created within virtual meeting/class
Video Layouts/Views
Select how video calls/meetings are shown on a screen (e.g. tiled, spotlight, sidebar)
Action Item Tracking
Track the status of discussed/agreed tasks
Customizable Branding
Add customized logos and colors to align with company branding
Annotations
Highlight content and/or make notations about parts of content
HD Audio/Video
High-definition audio and/or video capabilities
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Single Sign On
Allow users to access multiple services after entering their login credentials once
Meeting Preparation Tools
Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing
Notes Management
Allow users to create, edit, and sort multiple notes
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Agenda Management
Access event or meeting agenda online
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Document Management
Store, manage, and track all electronic documents in a centralized location
Task Management
Create, manage and track all task activities and progression
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
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